Scott Robinson CFP
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Scott Robinson, Founder of DATCU Wealth Management, is a Wealth Advisor, Certified Fund Specialist (CFS), and Certified Financial Planner (CFP). With over 20 years of industry experience, he focuses on addressing members' investment and retirement planning needs at the credit union. Based in Frisco with his family, Scott aims to ensure seamless financial transitions for his clients.
David Robinson
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David Robinson, Financial Advisor at DATCU Wealth Management, excels in identifying client challenges and delivering viable solutions. As a licensed General Lines Insurance agent and holder of series 7 and 66 securities registrations with LPL Financial, David prioritizes listening to clients' needs and providing top-notch service. With over 15 years in financial services, he resides in Little Elm with his wife and daughter.
Dale Schniederjan
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Dale Schniederjan is a Financial Advisor at DATCU Wealth Management with over 7 years of experience in financial services and more than 20 years of client service expertise. He holds Series 7 and 66 registrations with LPL Financial and is a licensed General Lines Insurance Agent. Based in Argyle, Dale helps clients across North Texas with personalized financial strategies. He enjoys spending time outdoors with his wife, Kourtney, and their two sons.
